Action Point Financial Planning’s ProShares Ultra Materials UYM Stock Holding History

Action Point Financial Planning’s Portfolio UYM Stock Details UYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-437	Closed	-$13K	–	2427
2026 Q2	$13K	Buy	+437	New	+$13.3K	﹤0.01%	1336

Other funds holding UYM

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Godfrey Financial Associates Glenmont, New York $125M AUM 17.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Action Point Financial Planning's UYM Position: Q3 2026 in Review

Action Point Financial Planning sold out of ProShares Ultra Materials (UYM) in Q3 2026, closing a stake of 437 shares — an estimated $13K sold.

Action Point Financial Planning first reported a position in UYM in Q2 2026 and held it in 1 quarter. The position peaked at $13K in Q2 2026. 7 funds tracked by Wall St. Rank hold UYM as of Q3 2026.

Action Point Financial Planning reported no remaining ProShares Ultra Materials position as of Q3 2026 after selling out during the quarter.
Action Point Financial Planning sold 437 ProShares Ultra Materials shares in Q3 2026, an estimated $13K.
Action Point Financial Planning first reported a position in ProShares Ultra Materials in Q2 2026 and held it in 1 quarter.
Action Point Financial Planning's ProShares Ultra Materials position peaked at $13K in Q2 2026.
7 funds tracked by Wall St. Rank held ProShares Ultra Materials as of Q3 2026.

Based on Action Point Financial Planning's 13F filing for Q3 2026, filed 13 Nov 2026.